E. Martin Davidoff, CPA, Esq. and Robbin E. Caruso, CPA, CGMA to Present at AAA-CPA Annual Meeting

Presentations | E. Martin Davidoff | Robbin E. Caruso | Jun 09, 2021

Prager Metis Partners, E. Martin Davidoff and Robbin Caruso, will be speaking at the AAA-CPA Annual Meeting taking place June 23-26. E. Martin Davidoff will present “IRS Offers in Compromise: A Case Study” during the Thursday morning session. Robbin Caruso will offer “Highlights of COVID-19 Relief, Tax Law Changes, PPP, ERC, EIDL & What’s to Come” on Friday afternoon. Conference information and registration details can be found at: Click here.

2021-06-09T19:47:11-04:00

Top Ten Year-End Tax Planning Checklist

As the year draws to a close, taking proactive steps in your financial planning can significantly impact your tax liability. This checklist provides a guide to key strategies that individuals can consider before the end of the year to potentially decrease their income tax. By strategically managing income, deductions, and investments, you can optimize your tax situation and position yourself for a more tax-efficient financial future.

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